Saving for your Children or Grandchildren’s Education
With tuition prices continuously on the rise, saving for your children’s or grandchildren’s education can seem like an insurmountable task. If you are feeling this…
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How Retirees Can Use Bond Ladders to Their Advantage
There comes a time for many of us when we choose to focus less on our work and more on our family, favorite past-times and,…
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Safe Spending in Retirement
Determining exactly how much money you will need in your retirement years is no simple feat. No one wants to spend too much early on…
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A Guide to Safe Withdrawal Rates When Approaching Retirement
A common topic of conversation amongst middle-aged Americans or those approaching retirement age is the topic of income during retirement. One of the most intriguing…
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Everything You Need to Know About Qualified Business Income Deductions
With the Tax Cuts and Job Act brought into action just last year, businesses and citizens everywhere are still trying to wrap their heads around…
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Defining Qualified Charitable Distributions (QCDs) and How they Work
Qualified charitable distributions (QCD) are distributions from an Individual Retirement Account (IRA) owned by an individual who is age 70½ or older, that are paid…